Send us a text Change has arrived for mortgage brokers, and it looks less like robots taking jobs and more like hours of admin melting away so real advice can shine. We sit down with Ifthikar Mohamed chartered accountant, broker, and founder behind Mortgage X and the AI Toolkit—to map how practical AI can speed the journey from inquiry to offer without losing the human touch that clients rely on. We start with the big shifts since last year: streamlined onboarding that pulls bank statements,...
All content for Mortgage Broker Broadcast is the property of Craig Skelton and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Send us a text Change has arrived for mortgage brokers, and it looks less like robots taking jobs and more like hours of admin melting away so real advice can shine. We sit down with Ifthikar Mohamed chartered accountant, broker, and founder behind Mortgage X and the AI Toolkit—to map how practical AI can speed the journey from inquiry to offer without losing the human touch that clients rely on. We start with the big shifts since last year: streamlined onboarding that pulls bank statements,...
When urgency meets intention: the broker’s path from Q4 push to a smarter 2026
Mortgage Broker Broadcast
12 minutes
2 weeks ago
When urgency meets intention: the broker’s path from Q4 push to a smarter 2026
Send us a text Ten weeks to Christmas, darker days setting in, and the urge to coast is real yet this is where great brokerages pull ahead. We dive into a clear, no-fluff plan to close the year with momentum: reflect on Q3, set SMART goals you can actually hit, and redirect energy into the marketing channels that turn into completed applications. You’ll hear how to use data instead of guesswork, why consolidating tools beats adding more apps, and where tax-savvy prepay decisions (with your ac...
Mortgage Broker Broadcast
Send us a text Change has arrived for mortgage brokers, and it looks less like robots taking jobs and more like hours of admin melting away so real advice can shine. We sit down with Ifthikar Mohamed chartered accountant, broker, and founder behind Mortgage X and the AI Toolkit—to map how practical AI can speed the journey from inquiry to offer without losing the human touch that clients rely on. We start with the big shifts since last year: streamlined onboarding that pulls bank statements,...
